oclc update
TRANSCRIPT
EVERYCONNECTI
ONhas a
starting point.
OCLC UpdateOCLC Update
Myrtle MyersManagement Systems
AgendaAgenda
• WorldCat Collection Analysis - ILL Analysis
• Making the Most of Deflection Options
• OCLC Delivery Services Update
WorldCat Collection AnalysisWorldCat Collection Analysis
ILL Analysis: Making more informed collection development decisions
WorldCat Collection AnalysisWorldCat Collection Analysis
Enables libraries to:
• Analyze collection by age, subject and format
• Compare collection to other OCLC member libraries
Based on OCLC Conspectus
• Supports LC, Dewey, & NLM classification systems
Provides reports:
• Online access via FirstSearch
• Data always available & refreshed quarterly
• Title-level information from WorldCat
• Tab-delimited and exportable
Reports for individual librariesReports for individual libraries
• Compare collection to authoritative lists (Booklist, Outstanding Academic Titles, etc.)
• Compare to predefined groups (Top 10 Liberal Arts Colleges, Google Nine, etc.)
• Analyze Circulation usage statistics & trends
• Analyze ILL usage statistics & trends
ILL AnalysisILL Analysis
• Offers libraries a broader understanding of how their collection is being used.
• Available for individual subscribers who use WorldCat Resource Sharing.
• “Turn-key” feature – can be added through the Admin Module of FirstSearch.
Data to Analyze ScreenData to Analyze Screen
Borrowing Analysis – Request DateBorrowing Analysis – Request Date
Borrowing Analysis – Request Date Row GraphBorrowing Analysis – Request Date Row Graph
Borrowing Analysis – Request FrequencyBorrowing Analysis – Request Frequency
Borrowing Analysis – Request CostBorrowing Analysis – Request Cost
Navigation OptionsNavigation Options
Lending Analysis – Request DateLending Analysis – Request Date
Analyze what your library borrows—items that supplement your collection
WorldCat Collection Analysis – Data to AnalyzeWorldCat Collection Analysis – Data to Analyze
Borrowing Analysis – Request DateBorrowing Analysis – Request Date
Borrowing Analysis – Limit Analysis Request DateBorrowing Analysis – Limit Analysis Request Date
Borrowing Analysis – Limit Analysis Request DateBorrowing Analysis – Limit Analysis Request Date
Borrowing Analysis – Request Date Limits appliedBorrowing Analysis – Request Date Limits applied
Borrowing Analysis – Title ListBorrowing Analysis – Title List
Borrowing Analysis – Export of Title level dataBorrowing Analysis – Export of Title level data
Compare borrowing requests over time to identify acquisition priorities
Borrowing Analysis – Request FrequencyBorrowing Analysis – Request Frequency
Borrowing Analysis - Limit Analysis Request FrequencyBorrowing Analysis - Limit Analysis Request Frequency
Borrowing Analysis – Request Frequency Limits applied
Borrowing Analysis – Request Frequency Limits applied
Best Practices ScenariosBest Practices Scenarios
Analyze Collection GapsHighlights techniques you can use to analyze collection gaps and identify areas of relative strength compared to a peer group. Also shows how to share the analysis you create with those responsible for budget development and materials acquisition.
Annual Collection ReviewIllustrates how WorldCat Collection Analysis can be used to make and support informed decisions on which titles to retain, weed, and acquire as a result of an annual collection review.
Changing DemographicsDemonstrates how to expand your library's collection to better serve a targeted segment of your constituency. The tutorial shows how to determine the strength of your current collection and build a prioritized acquisitions list based on peer comparisons and items frequently borrowed via ILL.
Introduction to using Excel® with WorldCat Collection Analysis
Provides a brief introduction to some of the more common actions within Microsoft Excel®. You can practice using the exercises as you watch the tutorial or view the tutorial and complete the practice exercises at a later time.
Preparing for Digitization ProjectsDemonstrates how to use WorldCat Collection Analysis to identify unique items in your collection for inclusion in a digitization project. Includes examples of how to export records to create spreadsheets that support your decision-making
http://www.oclc.org/support/documentation/collectionanalysis/default.htm
For more informationFor more information
Success stories
http://www.oclc.org/collectionanalysis/success/
Documentation on the OCLC Web site includes a User Guide, demonstrations, the conspectus, FAQs and more
http://www.oclc.org/collectionanalysis/
Join the Collection Analysis discussion list
https://www3.oclc.org/app/listserv/
Questions?
WorldCat Resource SharingWorldCat Resource Sharing
Making the most of deflection
Deflection OptionsDeflection Options
Non-supplier
• Nothing loaned or copied
• Policy level deflection
Level (on/off/review indicator)
Deflection Profile
• Format
• OCLC Group
• Maximum Cost
• Age of Material
Deflection Options (cont.)Deflection Options (cont.)
• Lending & Reproduction Policies in Local Holdings Records
• Title level policies
• Overrides any PD deflection settings
Levels of DeflectionLevels of Deflection
Supplier Status Moves to next lender
No
LHR Bytes Set
Policies Deflection Set
Follows rules set in LHR
Yes
Follows rules set in PD
Yes
Request goes to lender
Example – Special CollectionExample – Special Collection
• Special Collection that cannot be used for lending
• Consulted with:
• Head of Special Collections
• Individual curators
• Created Local Holdings Records
• 008/byte 20 – Will not lend
• 008/byte 21 – Will not reproduce
• Result
• Fill rate is up to 56% from 49%
Example – eSerialsExample – eSerials
Goal
• Be able to show patrons what e-journals are available
• Not get ILL requests from e-journals that they don’t have the rights to use for interlibrary loan
• Fill requests for titles they do have the rights to use for interlibrary loan
Example – eSerialsExample – eSerials
Approach
• Set holdings on E-journals using the OCLC eSerials Holdings service
http://www.oclc.org/us/en/eserialsholdings/overview/default.htm
• Policy Level deflection
• Create LHRs for those titles that can be used for interlibrary loan
• 008/byte 20 – Will not lend
• 008/byte 21 – Will not reproduce
General Deflection StatisticsGeneral Deflection Statistics
• 1.2 million deflections
• Estimate approx 40% are LHR-related deflections
• 1,500 institutions have set deflection policies
• 2,200 deflection policies
Questions?
OCLC Delivery ServicesOCLC Delivery Services
Update
Enhancements
Printout Redesign….Printout Redesign….
Two-per-page printouts (April 2008)
• Contacted users again for feedback on re-redesign
• 13 out of 20 librarians responded They want all the information on separate lines
• Want the following fields to always appear
• Call number
• Shipped date
• Lending charges
• Returned date
Lender Responses (July 2008) – Reasons for NoLender Responses (July 2008) – Reasons for No
Added
• Branch policy problem
Renamed
• Lacking / Volume Issue (Old version: Lacking)
• Not on shelf / Missing (Old version: Not on shelf)
• Technical Processing (Old version: In process)
Lender Responses (July 2008) – Reasons for NoLender Responses (July 2008) – Reasons for No
Retired
• Charges
• Locations not found
• On reserve (now use: In use / on loan)
• On hold (now use: In use / on loan)
• Lost (now use: Not on shelf / Missing)
• Not found as cited (moved to Conditional response)
• Lacks copyright compliance (moved to Conditional
response)
Lender Responses (July 2008) – System Supplied Conditional NotesLender Responses (July 2008) – System Supplied Conditional Notes
Moved from Reason for No
• Not found as cited
• Lacks copyright compliance
New
• Duplicate request?
• Borrower concerns / please contact lender
System Supplied
Library Defined
ILLiad … coming soonILLiad … coming soon
OCLC is releasing a new Web service to Atlas Systems (target July 2008)
Will include:
• New reasons for no
• Detailed Local Holdings information
Atlas will either release version 7.4 with new web service or release with 8.0 (due late 2008)
Initiatives
Going Green!Going Green!
Initiative : Going Green/Saving ResourcesInitiative : Going Green/Saving Resources
What does it cost to:
Maintain a single piece of paper for 1 year: $20.11
Each time a document is lost it costs $120 to retrieve it
• 3% of all documents are misfiled
Each filing cabinet costs approx $1000/yr to maintain
According to The International Records Management Trust (1995) has made some
interesting estimates: and Weiss (Weiss, M.J. (1994, November). The paperless office,
Journal of Accountancy. pp. 73-76. 1994)
Initiative : Going Green/Saving ResourcesInitiative : Going Green/Saving Resources
New Categories for Users (Summer 2009)
• Items would stay in these categories for the life of the request, no need to maintain paper copy of the request
• Add a SHIPPED category
• Adding a RECEIVED category
Initiative : Going Green/Saving ResourcesInitiative : Going Green/Saving Resources
Tracking (Summer 2009)
• UPS, DHL, FedEx, USPS
• Implement APIs in WCRS, web services, VDX
• Re-implement “will supply” category
• With barcode reader to enter tracking number in and move to SHIPPED
Initiative: Buy It / Document SupplierInitiative: Buy It / Document Supplier
Deflection (Summer 2009)
• Based on local holdings, the lender that has up-to-date local holdings can elect to not receive requests for which they do not hold the item
Reasons for no: Deflection (Summer 2009)
• Lenders want the ability to set what the reason for no is in the case that multiple reasons apply, for a specific policy
Initiative: Buy It / Document Supplier Initiative: Buy It / Document Supplier
Auto-trigger RECEIVED after XX days (Summer 2009)
• This would be a solution for IFM on SHIPPED/UNDO SHIPPED/NOT RECEIVED
• This would help our lenders receive IFM payment accurately, not forcing libraries to invoice one another
WorldCat Direct Pilot
New WorldCat Direct PilotNew WorldCat Direct Pilot
• Embarking on related pilot where a book supplier ships books to library user’s home location when requested through ILL
• Supplier sends materials to user’s home
• Fee charged to library
• Return envelope included
• User has option to purchase item
WorldCat Direct PilotWorldCat Direct Pilot
Improved service to library users
• 30-day loan period
• Home delivered
Improved process for ILL staff
• Reduced staff time
• No need to receive materials
• No need to return materials
• Reduced total ILL cost
Participation RequirementsParticipation Requirements
• Review, sign and return WorldCat Direct participation agreement to OCLC
• Agree to use IFM for all home-delivered transactions
• Agree to consider using pilot book supplier when WorldCat indicates ownership
• Agree to provide feedback
David Millikin
614-764-6078
Questions?
EVERYCONNECTI
ONhas a
starting point.
ContactsContacts
Myrtle Myers Management [email protected]
Christa StarckDelivery [email protected]